Data / Investment advisers / Illinois / Studio Investment Management
Studio Investment Management, Chicago, IL: $903 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Studio Investment Management is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $903 million in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include high net worth individuals, state and municipal governments and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Studio Investment Management (CRD number 158489): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 158489
- SEC file number
- 801-121558
- SEC status
- Approved, effective June 21, 2021
- Legal name
- Studio Investment Management, LLC
- Main office
- 1901 N. Clybourn Ave. Suite 202, Chicago, IL 60614
- Phone
- (312) 399-0828
- Website
- studioinvestment.com
- Regulatory AUM
- $902,977,842 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $902,977,842
- Accounts
- 961
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 180 | $648.7 million |
| State or municipal government entities | 19 | $176.1 million |
| Individuals (other than high net worth individuals) | 149 | $54.8 million |
| Charitable organizations | 5 | $18.4 million |
| Pension and profit sharing plans | 1 | $4.3 million |
| Corporations or other businesses | 1 | $651,006 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $903 million | March 24, 2026 |
| December 1, 2025 | $831.5 million | November 18, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Mosaic Financial Group, LLC | Chicago | $948.7 million | Not listed | adviserinfo.sec.gov |
| Cedar Street Asset Management LLC | Chicago | $938.4 million | 3 | adviserinfo.sec.gov |
| Financial Solutions Advisory Group | Chicago | $935 million | Not listed | adviserinfo.sec.gov |
| GLS Capital, LLC | Chicago | $924.7 million | 4 | adviserinfo.sec.gov |
| Riverpoint Wealth Management | Chicago | $906.2 million | Not listed | adviserinfo.sec.gov |
| Prairie Capital | Chicago | $869.9 million | 6 | adviserinfo.sec.gov |
| KKM Financial LLC | Chicago | $865.7 million | Not listed | adviserinfo.sec.gov |
| Xa Investments | Chicago | $865.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Studio Investment Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.